Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …
Then Kon Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …
After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .
5.) No Corporate Structure .. only announced in Annual Report but on Plantation n Mill only .. like Hariyama Sdn Bhd .. one FY with Plantation, one FY with Mill only .
On RH group, 3 listed companies:
A.) SuburTiasa:
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .
FY23 : Loss RM 15 million
FY24 : 3QR until September 2024 , Loss RM 1.4 million
Current Ratio 0.27 Debt-Equity (DE) Ratio 1.34 FCF Yield -0.89 %
B.) Rsawit:
FY17 to FY22 are incurred Losses.
Even FY20 : > Rimbunan Sawit sells Sarawak plantation land to WTK for RM85mil cash. KUALA LUMPUR (Jan 22): Rimbunan Sawit Bhd is selling plantation land measuring 4,698.2 hectares to WTK Holdings Bhd for RM85 million cash.22 Jan 2020.
FY23 with Profit RM 24.5 million , after sold plantation land :
Rimbunan Sawit to sell oil palm land in Miri for RM165 mil to help repay debts
> 21 Dec 2023 — Sarawak-based plantation group Rimbunan Sawit Bhd has proposed to dispose of 9935 hectares of oil palm land in Miri for a total of RM165 ...
FY24 : 3QR until September 2024 , Profit RM 26.6 million … but QR ended March 2024 is Loss RM 10.1 million.
( FY24 Profit might be Land sales RM 165 million on 21/12/2023 balances) .
Current Ratio 0.15 Debt-Equity (DE) Ratio 1.25 FCF Yield 3.12 %
>>> Compared to Jtiasa:
FY18 to FY20 incurred Losses.
FY21 to FY24 are Profit ..
Current Ratio 2.73 Debt-Equity (DE) Ratio 0.34 FCF Yield 20.55 %
But Replanting cost is Short of RM 1200 million over next 3 years , ie RM 400 million/ year .
The related parties are: (i) Rejang Height Sdn Bhd (Licensee of land at Lepah & Daro Jaya); and (ii) R.H. Forest Corporation Sdn Bhd (Licensee of land at Sawai, Lassa & Kabang). Total rental payment for FY2024: (i) Rejang Height Sdn Bhd – RM2,830,891.20 (ii) R.H. Forest Corporation Sdn Bhd – RM6,688,899.60
The land rental paid is for the use of land belonging to Rejang Height Sdn Bhd at Lepah & Daro Jaya and that belonging to R.H. Forest Corporation Sdn Bhd at Sawai, Lassa & Kabang for the development of our oil palm plantations. Plantation Land Area (Ha) 1 Lepah 5,149 2 Daro Jaya 11,681 3 Sawai 6,050 4 Lassa 21,300 5 Kabang 2,700 Total: 46,880 24/12/2024 5:15 PM
Hoho as said much earlier before LSS5 2000MW EPCC RM 7.2 billion is Not announced yet on the Shortlisted List / Winners… JAKS tendered with RM 800 million as on a newspaper article… is Jaks bid rate is Lower or Higher than LSS4 !!!
As posted earlier:
Jaks 51 % : CPECC 49 % submitted tender 200 MW for LSS5 bid ( with intention up to limit 500 MW ) , EPCC is estimated RM 800 million ( although a newspaper had published it ) :
Jaks 51 % : RM 800 million x 0.51 = RM 408 million.
As referring to Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion:
Equity 25 % , Loans 75 % .
An illustration:
Equity 25 % : 800 x 0.25 x 0.51 = RM 102 million
> EPC contract on Solar Farm construction: 800 x 0.3 x 0.2 ( profit ) = RM 48 million.
102 million- 48 million = RM 54 million can be opt from :
1.) > Accumulated Profit :
March 2016 = 55,453,000 … > June 2024 = 369,116,000 > September 2024 = 391,407,000
Stock: [YINSON]: YINSON HOLDINGS BHD 2 days ago | Report Abuse
Hoho Repost :
Hoho Yinson working Capital is only Last for 7 months … need to Refinancing ke like sold FPSO Anna Nery 11.8 % equity :
Where as Jaks working Capital is always can Last for 12 months : Current Ratio 1.04
>>>
Yinson :
Price : RM 2.64 NTA : RM 1.77
EPS 27.58 sen Trailing PE (Sector Median: 9.7) 9.5 Current Ratio 0.64 Debt-Equity (DE) Ratio 2.27 FCF Yield -10.58 % Revenue QoQ -13.49 % Revenue YoY -34.13% Profit QoQ -1.48 % Profit YoY -19.35 %
Jaks :
Price : RM 0.135 NTA : RM 0.60
EPS 0.71 sen Trailing PE (Sector Median: 21.5) 18.2 Current Ratio 1.04 Debt-Equity (DE) Ratio 0.64 FCF Yield 0.81 % Revenue QoQ 7.74 % Revenue YoY 41.26% Profit QoQ 167.57 % Profit YoY 215.31 % —- Posted by Sslee > 35 minutes ago | Report Abuse Jaks will go into default soon if failed to raise cash. Bankers will start to recall all their loans.
Stock: [YINSON]: YINSON HOLDINGS BHD 2 days ago | Report Abuse
Hoho r u the one ,donnkeyy… on Capital A for 2 years.. a forumer said since 2020 wow , correct ke …
I am still laughing with my Balance Free Tickets , cost RM 0.58 ( Capital A lowest price RM 0.56 ) to strike Jackpot “ out from PN17 “ ..
After dancing as Negative commentators for years with I3lirker in Capital A .. kon ss leee only recently said is OK .. .. — Posted by Sslee > 15 minutes ago | Report Abuse
That donkey not even know AA planes were leased from lessors.
Yinson yearly revenue/income/cash inflow from below 4 FPSO alone will be USD 883.56 million FPSO Agogo USD million 4600/15 = 306.67 (2026 onward) FPSO Atlanta USD million 1700/15 = 113.33 FPSO Maria Quitéria USD million 5300/22.5= 235.56 FPSO Anna Nery USD 5700/25 = 228.00 Total USD 883.56 million
Know what is jaks yearly cash inflow? It that cash inflow enough to cover interest expenses and working capital?
Did he know the reason/reasons why jaks yearly PP and now MTN of RM 250 million? Very interest to see any taker for jaks MNH RM 250 million MTN and the interest for the MTN?
MNH as at 31/12/2023 Current liabilities RM 204,961,046 Non-current liabilities RM 196,443,411 Non-current assets RM 324,605,814 Current assets RM 5,764,090 Total equityRM (71,034,553)
The MNH RM 250 million medium-term note (MTN) can hardly cover the MNH Current liabilities RM 204,961,046 and how many of Non-current liabilities RM 196,443,411 become due in 2024 and 2025?
Smart Money already long ago unloading jaks but only donkey loading up jaks and hold tight tight and promote jaks with his fake figures and facts 24/7/365 non stop for more than one and a half year to no avail
Posted by Sslee > minutes ago | Report Abuse Yearly revenue from FPSO Agogo USD million 4600/15 = 306.67 (2026 onward) FPSO Atlanta USD million 1700/15 = 113.33 FPSO Maria Quitéria USD million 5300/22.5= 235.56 FPSO Anna Nery USD 5700/25 = 228.00 Total USD 883.56 million
>>> >>>
👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year .
Administrative Expenses RM 185 m x 4 = RM 740 m / year …
QR October 2024 Total Loans n Borrowings RM 19.37 billion >> interest expenses x 0.09 = RM 1743.3 million/ year .
>>> : As 60 % of Term Loans per QR January 2024 is maturity between 2 to 5 years..
👉Total Loans to be paid in 10 years = RM 1937 million/ year
Total expenses ( excluded Hedge , SBB ) / year = RM 4,420.3 million
👉👉 Total Expenses / year - Total Gross Profit / year = RM 1310 million , ie : SHORT of Expenses Fund RM 1310 million.
👉👉Total Loans to be paid in 15 years = RM 1291.3 million/ year
Total expenses ( excluded Hedge , SBB ) / year = RM 3774.6 million
👉👉👉Total Loans to be paid in 25 years = RM 774.8 million/ year
Total expenses ( excluded Hedge , SBB ) / year = RM 3258.1 million
( Note : FPSO Anna Nery USD 5700/25 = 228.00 … is 63.2 % owned by Yinson . )
Repost: RM’000 Current year-to-date 30 Jun 2024 Corresponding year-to-date 30 Jun 2023
Net cash generated from operating activities 360,029 297,188 Net cash used in investing activities (114,828) (44,406) Net cash generated from/(used in) financing activities (195,301)(287,106) Effect of exchange rate changes 18 184 Cash & cash equivalents at beginning of financial period 194,204 228,344 Cash & cash equivalents at end of financial period 244,122 194,204
See how shameless Mike/John pusing like a top I posted: Yinson yearly revenue/income/cash inflow from below 4 FPSO alone will be USD 883.56 million FPSO Agogo USD million 4600/15 = 306.67 (2026 onward) FPSO Atlanta USD million 1700/15 = 113.33 FPSO Maria Quitéria USD million 5300/22.5= 235.56 FPSO Anna Nery USD 5700/25 = 228.00 Total USD 883.56 million
And shameless Mike/John pusing it into Yinson 👉 Yearly Revenue USD 883.56 million x 4.5 = RM 3976 million / year.
Did he can't understand what it mean from below 4 FPSO alone will be USD 883.56 million?
Did he know what others FPSO and other business Yinson has?
Repost: Haha hoho Mike/John when confront to prove his figures and facts he will just continues and repeatedly repost his fake figures and facts aka gibberish/slander without even having a sense of malu nor owning up to his mistakes
Mike/John is indeed the most shameless forumer without any moral value i ever seen ! 😂😂😂
Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …
Then Kon Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …
After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .
Hoho as usual Dumbasxx TinKosongLeader Kon SS leee Twisting n Twisting…
👉 BTW what is Agogo n Anna Nery Loans !!!
Optional Charter Contract ke … hope not like Armada FPSO Claire lo … Optional contract is Not extended… Armada taken Legal action but is Failed …. Esp FPSO Agogo oil field is in Africa.
👉And by the way donkey is FPSO agogo Firm: 15 years (USD 4.6 billion) Optional: 5 x 1-year (USD 0.7 billion) is cheaper than FPSO Anna Nery 25 years (2023 - 2048) (USD 5.5 billion)?
Posted by Sslee > minutes ago | Report Abuse USD Billion FPSO Anna Nery HY (SOV) Brazil 5.7 FPSO JAK IG Ghana 1.8 FPSO Helang IG Malaysia 1.1 FPSO AJ - Nigeria 0.8 FSO PTSC Bien2 Sov Vietnam 0.1 FPSO PTSC Lam3 Sov Vietnam 0.006 FPSO Agogo IG Angola 5.4 FPSO Maria Quitéria HY (SOV) Brazil 5.3 FPSO Atlanta - Brazil 2.2 Total 22.2
Hoho after I am posted the above post is from Him .. ss leee .. on the FPSO charters contract rate … he reposted with a Correction.. just the Kon maths tricks like his raw Data extraction..
Hoho Cold eyes is with eagle eyes not like TinKosongLeader Kon ss leee Tikuss eyes :
As Cold eyes said he will not buy those stock with Slow Returns….
2nd Major Genine : 14.68 % keep disposed share until balance ard 6 % .
👉Haha Genine started disposed 8.68 % share from August 2023 to July 2024 … ie : RM 0.84 to RM 1.53 to RM 1.10.
👉 Cold Eye like eagle eyes invested on Jtiasa at the right Entry Timing started FY22. But he also has eagle eyes when to Exit unloading as he said will not buy those stocks with SLOW returns ! 👍
>>> New CEO is appointed on July 2021 internally from RH group !
Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.
Hoho Cold Eye also bought Salute on 2021 with 10,000,000 shares , 2.34 % .
How many are benefited from the April 2023 hike above RM 1.09 ???
Kon ss leee chitchat mate Windy1974 suddenly appeared n promoted… the Next day is kena Dump..…
Kon ss leee remember yr post :
Windy1974 sold his CapitalA on 13/4/2023 morning at 80.5 cents for some trading gain. He will trade again when opportunity arise. Me sold some of my jaks at 22 cents for some trading gain too. By next week most likely CapitalA will drop below 70 cents and someone will look at book lose instead of book gain.
Hoho why ah Kon ss leee bought JAKS on 2021 le … why so mad le with JAKS n the CEO le ..tak Untung ke .. bohong lagi ke …🤣🤣🤣🤔
👉 Kon ss leee remember yr post :
Windy1974 sold his CapitalA on 13/4/2023 morning at 80.5 cents for some trading gain. He will trade again when opportunity arise. Me sold some of my jaks at 22 cents for some trading gain too. By next week most likely CapitalA will drop below 70 cents and someone will look at book lose instead of book gain.
Hoho just like Mrs.Lim is yr Bplant aka gang id .. Psai3alertt / BruceWaynee , but why r u so Dumbasxxx:
1.) On Bplant :
After Lee dumb dumb hold Bplant did not sell at RM 1.20 n above , suddenly dumb dumb sold at ard RM 0.67 with Cost ard RM 0.67 ( holding since 2017 ) . The price is rebounded from RM 0.64 to RM 1.01 within 11 Days .
Lee must be amm dui liaw , became a Negative commentator in Bplant forum , saying Shl be dropped below RM 0.60 , what a joker le or sot2 le , hahahaha.
More Amm dui lee as Last Price is RM 1.57 before Privatisation delisted….
Hahahaha Smart Money unloading jaks at 22 sen. Donkey loading up to 24 sen and dumb dumb hold untill now to 13 sen.
Repost: Know why Mr.Market only value jaks at 13 sen?
So Mr Market is always how many months ahead …?
Smart Money already long ago unloading jaks but only donkey loading up jaks and hold tight tight and promote jaks with his fake figures and facts 24/7/365 non stop for more than one and a half year to no avail
Hoho Psai3alert is a Negative Commentator in Serba .. but so eagerly to Support Kon ss leee in Bplant, twisted Jtiasa figures as Bplant figures… after exposed by me .. started bad mouth then disappeared..
But used another aka id BruceWayne to support Kon ss leee in Petronm during Kon Lee play Hengyuan “ Crack Spread Wayang “ at RM 7.00 , on 2022 …same time promoted Petronm .
BruceWayne even “ Fucckk “ ppl out from Petronm forum ..
Kon ss leee play Hengyuan “ Crack Spread Wayang “ with promoter Probability on 2022 ..
Probability / Victor Yong / Good123 is Kon ss leee Kon gang in Tunepro n Netx on 2020 …will delete own posts .. beware ..
2024 play Jtiasa wayang .. some aka id as Negative commentators in TSH debated against Conartist Calvin .. n to promote Jtiasa .. used others aka id as Promoter n Actor in Jtiasa … beware …
Hoho need to repost again as earlier had replied to KonLee as most active Negative commentator in Jaks :
Jaks : catched the Bottom Fishing at RM 0.185 on April 2023 ( 👉 after Sslleee posted sold Jaks on April 2023 since 2021 ) ... Up to RM 0.225 in 2 months .. then invested at RM 0.19 on July 2023 .. Gap Up on 1/9/2023 to RM 0.245 …
👉Then Price is downtrend to the Lowest RM 0.12 ( Current Price RM 0.135 with NTA 0.60 )….
Ssleee asked me did I average down Jaks :
My reply :
1.) No .. but bought Privasia with cost below RM 0.10 .. n tried my learned TA on Cup n Handle affirmed with Information of a Gov Project , also Privasia rushing to List the 3 tranche PP … it did broke up to RM 0.14 …ssleee is active in Privasia forum also .
2.) posted earlier that wait for Jaks QR ended March 2024 to be released, as Vietnam has taken actions on 2 well known Businessmen ( One man n One Lady ) on Corruption… not from Power industry!
Just coincidentally : Toyo Ventures Vietnam power project terminated >>> is due to Financing issue ( 2 x 1,060 MW) . Friday, 05 Jul 2024
During stock bet : Tunepro 0.45 on 10/3/21 , cut win 0.49 on 12/3/21 after 2 days - Why ? .. Lee Kon gang Probability ( Crack Spread Wayang in Hengyuan n Petronm at RM 7.00 ) aka VictorYong in Tunepro since Jun 2020. VictorYong n Good123 appeared in Netx after Konartist sslleee appeared… posted long long essay to promote Netx … later deleted all the posts …
>> Lee Posted in Insas on Jan 2022 that sold Tunepro after 2 years ..
Hoho today ( 3/5/2023 ) just discovered Kon ss leee : The Lies on HRC ( Hengyuan) and Petronm :
KonLee n Probability had been Promoted Petronm n HRC at RM 7.00 with Crack Spread, Crack here Crack there Crack other ppl Pockets …
>>> Very Surprising is found out today Probability is VictorYong aka id … as they Kacukan Tipu in Tunepro …also in Netx after KonartistLee surfaced in Netx told lies to bail out Stockraider…
Hoho JAKS JV Vietnam Power Plant 1200 MW , EPCC RM 8.7 billion is fully COD on January 2021 … no wander Kon ss leee is Trapped n so mad n furious with JAKS n the CEO ..
JAKS price is Downtrend since 2021 due to 2 factors:
1.) 6 years Legal battle with Star on RM 1.1 billion Pacific Star Towers project is only settled out of court on November 2024 .
2.) RI issued in WB only on 2018 to Prevent MrK2Y intention to Take Over ( ard 30 % shares ) …is expired on December 2023 .
Posted by jjohnchew > 7 minutes ago | Report Abuse
Hoho price from 2021 to 2023 is Doentrend .. range : RM 0.70 .. 0.79 ..0.50 …0.34 ..0.22 … ada Untung ke !! 🤣🤣🤣
— Posted by Sslee > 21 minutes ago | Report Abuse
Hahahaha Smart Money unloading jaks at 22 sen. Donkey loading up to 24 sen and dumb dumb hold untill now to 13 sen
Only Mike/John donkey beleive he is an investor buy high, trap high and had to use his fake figures and facts promote jaks 24/7/365 non stop for 1 year and 9 months now to no avail.
Correction: using the same ratio as last quarter EBITDA and PBT. Q2 ended 31/12/2024 estimate result.
Based on Oct ASP CPO 4146 PK 2773 Nov ASP CPO 4739 PK 3590 Dec ASP CPO 5055 PK 3778 Revenue Oct (23,013X4146 + 5192X 2773) RM 109,694,249 Nov (19,896X4739 + 4330X 3590) RM 109,831,844 Dec (19,529x5055+ 4202x3778) RM 114,594,251
If quarter end 31/12/2024 able sold 50 million from inventories then Revenue for the quarter RM 384.12 million EBITDA will be about 384.12x147.5/253.4 = RM 223.6 million PBT about 384.12×101.35/271.65= RM 143.3 million
Segmental Information The financial information in respect of the Group’s business segments for the current financial period ended 30 September 2024 is as follows: Oil Palm Timber Others Elimination Total RM'000 RM'000 RM'000 RM'000 RM'000 REVENUE External 253,417 17,863 378 - 271,658 Inter segment 226,673 38,592 601 (265,866) - Total Revenue 480,090 56,455 979 (265,866) 271,658 EBITDA 147,470 501 (1,444) - 146,527 Finance cost (837) (2,095) (20) - (2,952) Depreciation and amortisation (31,508) (2,329) (489) - (34,326) Segmental result 115,125 (3,923) (1,953) - 109,249 Group admin and overhead cost (7,898) Profit before tax 101,351
Mike/John donkey dare to estimate what will be jaks Q4 ended 31/12/2024 result? Just a hint to you, Q4 as usual jaks will impair multimillion on receivables.
Hoho interesting to study the Currency Exchange rate impact on JAKS n Yinson :
A.) JAKS
1.) USD to VND
USD to VND Chart +18.65% (10Y)
+8.42% (2Y)
+3.57% (1Y)
-0.28% (1M)
👉Impact : JAKS Shl be benefited from the USD to Vietnam Dong Reduced Rate …
Where as Yinson on Brazil currency ( FPSO Anna Nery , Maria n Atlanta oil field in Brazil) :
USD to BRL Chart +19.50% (2Y)
USD to BRL Chart +24.80% (1Y)
USD to BRL Chart +1.80% (1M)
👉Impact : Yinson financial shl be hit badly due to the Increased currency exchange rate …the worst is with High debt on USD Loans…maybe insolvency le …
Hoho this is interesting lo .. Total Assets is keep reducing although with Profit yearly …
Worrying is on FY24 : Impairment of Total RM 151.2 million!😱🤔
1.) Total Assets is reduced:
2019 : RM 2406 million
2023 : RM 1955 million ( - 451 million )
2024 : RM 1979 million ( + 24 million )
👉👉Is reduced by RM 427 million from 2019 to 2024 , ie : over 5 years .
2.) FY24 : Impairment of Total RM 151.2 million!😱🤔
👉👉👉QR September 2024 : RM 1969.6 million
3.) >>> New CEO is appointed on July 2021 internally from RH group !
Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.
Direct % : 0.013 as on 22/9/2024
FY24 : Impairment of Total RM 151.2 million!😱🤔
👉👉👉Posted by Sslee > day ago | Report Abuse Aiyoyo someone still do not understand total receivables impairment for the last 5 years amounted to RM 167 million and reversal of impairment amounted to RM13.6 million make up total net impairment of RM 153.5 million is a clear sign of fraud, malpractice, impropriety and misconduct of insiders syphoning money to their related parties or own pocket.
Hoho total receivables impairment still need the transaction documents: Contract, DO , Invoice, Progressive certificate of claim etc …
Where as Jtiasa Total Impairment on PPE n investment in subsidiaries are Internal….😱🤫
👉👉👉Posted by Sslee > day ago | Report Abuse Aiyoyo someone still do not understand total receivables impairment for the last 5 years amounted to RM 167 million and reversal of impairment amounted to RM13.6 million make up total net impairment of RM 153.5 million is a clear sign of fraud, malpractice, impropriety and misconduct of insiders syphoning money to their related parties or own pocket.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
jjohnchew
4,144 posts
Posted by jjohnchew > 2 weeks ago | Report Abuse
1st Lies :
Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …
Then Kon Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …
After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .